Marsh & McLennan Companies, Inc.
MRSH- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000062709
In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.
13F holders, Q2 2025
Institutional positions in Marsh & McLennan Companies, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,610
- +2 vs. Q1 2025
- Shares held
- 447.6M
- +6.17M (+1.4%) vs. Q1 2025
- Total value
- $97.3B
- −$10.4B (−9.7%) vs. Q1 2025
- New holders
- 131
- 617 more added
- Sold out
- 129
- 591 more reduced
19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,506 | $73.1B |
| Q1 2026 | 1,548 | $76.1B |
| Q4 2025 | 1,594 | $80.9B |
| Q3 2025 | 1,576 | $87.2B |
| Q2 2025 | 1,610 | $97.3B |
| Q1 2025 | 1,627 | $108.0B |
| Q4 2024 | 1,578 | $94.2B |
| Q3 2024 | 1,531 | $97.1B |
| Q2 2024 | 1,476 | $92.3B |
| Q1 2024 | 1,444 | $89.9B |
| Q4 2023 | 1,376 | $82.4B |
| Q3 2023 | 1,294 | $82.0B |
| Q2 2023 | 1,258 | $81.5B |
| Q1 2023 | 1,228 | $72.1B |
| Q4 2022 | 1,223 | $72.3B |
| Q3 2022 | 1,159 | $65.5B |
| Q2 2022 | 1,150 | $68.6B |
| Q1 2022 | 1,151 | $75.2B |
| Q4 2021 | 1,170 | $77.6B |
| Q3 2021 | 1,078 | $68.0B |
| Q2 2021 | 1,007 | $63.6B |
| Q1 2021 | 979 | $54.7B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 1,700 | $372.0K | 0.01% | −57,032−97.1% | Reduced |
| Asset Allocation & Management Company, LLC | 1,700 | $372.0K | 0.17% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,700 | $371.7K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,696 | $370.9K | 0.14% | +6+0.4% | Added |
| Citizens Business Bank | 890 | $368.6K | 0.07% | −206−18.8% | Reduced |
| Great Lakes Advisors, LLC | 1,684 | $368.2K | 0.00% | −734−30.4% | Reduced |
| Umpqua Bank | 1,726 | $367.9K | 0.11% | +218+14.5% | Added |
| Geneos Wealth Management Inc. | 1,682 | $367.8K | 0.01% | +35+2.1% | Added |
| Advisors Preferred, LLC | 1,685 | $367.0K | 0.06% | +1,685 | New |
| ASB Consultores, LLC | 1,675 | $366.2K | 0.24% | +242+16.9% | Added |
| Kinloch Capital, LLC | 1,672 | $365.6K | 0.17% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,668 | $364.7K | 0.05% | +69+4.3% | Added |
| Scientech Research LLC | 1,667 | $364.5K | 0.09% | +1,667 | New |
| Wedbush Securities Inc | 1,661 | $363.0K | 0.01% | +628+60.8% | Added |
| Meridian Wealth Advisors, LLC | 1,650 | $360.7K | 0.06% | +3+0.2% | Added |
| RVW Wealth, LLC | 1,644 | $359.4K | 0.03% | −37−2.2% | Reduced |
| Talon Private Wealth, LLC | 1,644 | $359.4K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,638 | $358.1K | 0.02% | +161+10.9% | Added |
| Waldron Private Wealth LLC | 1,626 | $355.5K | 0.02% | −117−6.7% | Reduced |
| Rehmann Capital Advisory Group | 1,623 | $354.9K | 0.02% | +116+7.7% | Added |
| Davis R M Inc | 1,618 | $353.8K | 0.01% | −180−10.0% | Reduced |
| Lockerman Financial Group, Inc. | 1,618 | $353.8K | 0.48% | −58−3.5% | Reduced |
| Bellwether Advisors, LLC | 1,613 | $352.7K | 0.06% | −3−0.2% | Reduced |
| Hall Laurie J Trustee | 1,610 | $352.0K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $351.8K | 0.19% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $351.0K | 0.14% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 1,600 | $349.8K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,590 | $347.6K | 0.02% | +149+10.3% | Added |
| TCI Wealth Advisors, Inc. | 1,589 | $347.4K | 0.02% | −19−1.2% | Reduced |
| Litman Gregory Asset Management LLC | 1,589 | $347.4K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,580 | $345.5K | 0.01% | +312+24.6% | Added |
| Carret Asset Management, LLC | 1,580 | $345.5K | 0.04% | −10−0.6% | Reduced |
| Capital Management Corp | 1,580 | $345.5K | 0.06% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,580 | $345.5K | 0.10% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,577 | $344.9K | 0.09% | +432+37.7% | Added |
| Veracity Capital LLC | 1,576 | $344.7K | 0.12% | +28+1.8% | Added |
| Roble, Belko & Company, Inc | 1,566 | $342.0K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,563 | $341.7K | 0.21% | −10−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,548 | $338.5K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,547 | $338.2K | 0.01% | +62+4.2% | Added |
| Alpha Family Trust | 1,545 | $337.8K | 0.17% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,530 | $334.6K | 0.12% | +132+9.4% | Added |
| Bailard, Inc. | 1,530 | $334.5K | 0.01% | −41−2.6% | Reduced |
| Drive Wealth Management, LLC | 1,519 | $332.1K | 0.07% | +34+2.3% | Added |
| SlateStone Wealth, LLC | 1,516 | $332.0K | 0.03% | −17−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 1,520 | $332.0K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,559 | $332.0K | 0.18% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 1,514 | $331.0K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 1,505 | $329.1K | 0.00% | −152−9.2% | Reduced |
| Yoffe Investment Management, LLC | 1,500 | $328.0K | 0.45% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,498 | $327.5K | 0.02% | +18+1.2% | Added |
| Sax Wealth Advisors, LLC | 1,493 | $326.3K | 0.02% | +374+33.4% | Added |
| Cahaba Wealth Management, Inc. | 1,492 | $326.2K | 0.03% | −262−14.9% | Reduced |
| Colonial Trust Co | 1,490 | $325.9K | 0.05% | +134+9.9% | Added |
| Prestige Wealth Management Group LLC | 1,486 | $325.0K | 0.07% | +24+1.6% | Added |
| Quartz Partners, LLC | 1,476 | $322.7K | 0.15% | +1,476 | New |
| PFS Partners, LLC | 1,470 | $321.4K | 0.16% | +36+2.5% | Added |
| Prossimo Advisors, LLC | 1,470 | $321.0K | 0.26% | −469−24.2% | Reduced |
| GTS Securities LLC | 1,462 | $319.7K | 0.01% | −777−34.7% | Reduced |
| Essex Savings Bank | 1,462 | $319.6K | 0.08% | +62+4.4% | Added |
| TigerOak Management, L.L.C. | 1,460 | $319.2K | 0.11% | −20−1.4% | Reduced |
| MUFG Securities EMEA plc | 1,456 | $318.3K | 0.01% | +1,456 | New |
| Fayez Sarofim & Co | 1,450 | $317.0K | 0.00% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 1,436 | $314.0K | 0.31% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,435 | $313.7K | 0.08% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,426 | $311.8K | 0.19% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,425 | $311.6K | 0.07% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,421 | $310.7K | 0.05% | +201+16.5% | Added |
| Main Line Retirement Advisors, LLC | 1,419 | $310.3K | 0.18% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,418 | $310.1K | 0.02% | +178+14.4% | Added |
| Everett Harris & Co | 1,417 | $309.8K | 0.00% | +5+0.4% | Added |
| Acorn Creek Capital LLC | 1,417 | $309.8K | 0.13% | −92−6.1% | Reduced |
| Breakwater Capital Group | 1,414 | $309.2K | 0.05% | −21−1.5% | Reduced |
| Principle Wealth Partners LLC | 1,411 | $308.5K | 0.02% | +295+26.4% | Added |
| Mission Creek Capital Partners, Inc. | 1,400 | $306.1K | 0.07% | −33−2.3% | Reduced |
| Capital Wealth Planning, LLC | 1,400 | $306.1K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,399 | $305.9K | 0.03% | −87−5.9% | Reduced |
| Ignite Planners, LLC | 1,440 | $305.7K | 0.05% | +49+3.5% | Added |
| Klingenstein Fields & Co LP | 1,395 | $305.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,392 | $304.3K | 0.16% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,391 | $304.1K | 0.03% | +113+8.8% | Added |
| Cromwell Holdings LLC | 1,390 | $303.9K | 0.18% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,386 | $303.1K | 0.02% | +380+37.8% | Added |
| Old National Bancorp | 1,383 | $302.4K | 0.01% | +135+10.8% | Added |
| Central Trust Co | 1,381 | $301.9K | 0.01% | −131−8.7% | Reduced |
| Rothschild Capital Partners, LLC | 1,380 | $301.7K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,375 | $300.6K | 0.01% | +66+5.0% | Added |
| Mairs & Power Inc | 1,374 | $300.4K | 0.00% | −75−5.2% | Reduced |
| StoneX Group Inc. | 1,368 | $299.0K | 0.01% | +129+10.4% | Added |
| ORG Wealth Partners, LLC | 1,369 | $298.2K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,357 | $296.7K | 0.01% | −4−0.3% | Reduced |
| Legacy Advisory Services, LLC | 1,356 | $296.4K | 0.24% | +6+0.4% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $295.2K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 1,339 | $292.8K | 0.01% | +425+46.5% | Added |
| Farmers & Merchants Investments Inc | 1,338 | $292.5K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,338 | $292.5K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,325 | $289.7K | 0.20% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,322 | $289.0K | 0.01% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,348 | $288.7K | 0.06% | +414+44.3% | Added |
| Trueblood Wealth Management, LLC | 1,314 | $287.2K | 0.12% | +3+0.2% | Added |